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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,815 | $176,105-17.2% | $159,474-8.6% | $167,536-13.0% |
| Participation rate | 58.8% | 85.0%-26.1pp | 82.8%-24.0pp | 82.1%-23.3pp |
| Annual return | 16.53% | 331.91%-315.4pp | 263.68%-247.1pp | 478.82%-462.3pp |
| Employer contribution / active EE | $393 | $5,299-92.6% | $4,831-91.9% | $4,839-91.9% |
| Participant deferral / active EE | $3,929 | $7,751-49.3% | $7,353-46.6% | $6,342-38.1% |
| Admin fee / account holder | $35 | $12,559-99.7% | $10,802-99.7% | $12,315-99.7% |